Drive Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-12,614
| Closed | -$170K | – | 372 |
|
2024
Q3 | $170K | Hold |
12,614
| – | – | 0.04% | 297 |
|
2024
Q2 | $158K | Sell |
12,614
-6,850
| -35% | -$86K | 0.04% | 296 |
|
2024
Q1 | $238K | Sell |
19,464
-482
| -2% | -$5.88K | 0.07% | 258 |
|
2023
Q4 | $236K | Sell |
19,946
-7,653
| -28% | -$90.5K | 0.08% | 246 |
|
2023
Q3 | $286K | Sell |
27,599
-1,420
| -5% | -$14.7K | 0.1% | 181 |
|
2023
Q2 | $341K | Buy |
29,019
+4,031
| +16% | +$47.3K | 0.13% | 155 |
|
2023
Q1 | $295K | Buy |
24,988
+8,548
| +52% | +$101K | 0.12% | 177 |
|
2022
Q4 | $200K | Sell |
16,440
-10,857
| -40% | -$132K | 0.1% | 224 |
|
2022
Q3 | $320K | Buy |
27,297
+71
| +0.3% | +$832 | 0.3% | 101 |
|
2022
Q2 | $359K | Buy |
27,226
+67
| +0.2% | +$883 | 0.33% | 90 |
|
2022
Q1 | $404K | Buy |
27,159
+68
| +0.3% | +$1.01K | 0.34% | 81 |
|
2021
Q4 | $486K | Buy |
+27,091
| New | +$486K | 0.43% | 61 |
|